Family Office

A trusted adviser to your family and business –Crowe Clark Whitehill’s services are uniquely crafted to give each family exactly what they need. We will take the time to get to know you, your aspirations and your concerns.

Families are unique and so are their needs

We understandthat there is nothing more intimate or important than family and that you will be entrusting personal matters to us. We work to gain understanding and to build long term relationships. We are proud of our approach, our people and what we can offer;

Pedigree and experienceWe have taken care of families for over 30 years. Our people are all highly experienced client service providers.

Customised serviceWe base our service on what you want from us, not on what we’d like to provide to you.

ConfidentialityWe adhere to strict standards of confidentiality and will agree protocols and processes with you to ensure that your affairs remain private.

Reliability and timelinessOur clients value clear and reliable information, on time. Delivering this is central to our success.

International servicesWe have years of experience of managing international structures and have links to professional advisers in almost every jurisdiction in the world.

What we do doesn’t suit everyone. If we believe that your requirements could be a better fit for others we will say so. You can rely on us toact in your long term interests.

Some examples of our services are:

Financial planningWe will help you to think ahead about your financial future. We will support you by suggesting appropriate strategies and suitable structures. You will understand the options available and the implications of your decision making.

Estates and successionWe have a long track record of helping families to protect their assets, often across jurisdictions. We can structure your affairs so that your wishes are complied with after your passing.

Tax compliance and planningTaking full account of your circumstances, we can help manage your tax strategy and affairs, including minimising your tax liabilities in other jurisdictions.

Managing assets and affairsWe can take care of your assets including properties, aircraft and yachts. We can run your bank accounts and make payments. If you wish, we can also act as your family’s day-to-day Personal Assistant.

PhilanthropyIf you want to provide altruistic financial support to a good cause, we can help. We will ensure that you can give and yet retain your privacy, if that is preferred.